See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,802 | $95,803+75.2% | $113,168+48.3% | $84,808+97.9% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 13.86% | 25.00%-11.1pp | 24.27%-10.4pp | 40.90%-27.0pp |
| Employer contribution / active EE | $4,884 | $2,360+106.9% | $2,975+64.1% | $2,631+85.6% |
| Participant deferral / active EE | $6,710 | $4,242+58.2% | $5,107+31.4% | $4,212+59.3% |
| Admin fee / account holder | $4,644 | $8,989-48.3% | $12,068-61.5% | $7,344-36.8% |